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SBA Form 641 is used to collect information from the Agencys resource partners, including: Small Business Development Centers, SCORE, and Womens Business Centers that provide training and counseling to existing or potential small business owners through SBA funded grants, or cooperative agreements.
Client intake forms are preliminary paperwork potential customers fill out to determine their fit for your services. These forms ask for information about the person or their business. If their answers line up with the services you provide, you can begin onboarding.
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